whalstreet

Thomas KahnvsHarry Burn

Side-by-side current 13F portfolio comparison · 8 shared positions
Whale A
Thomas Kahn
Kahn Brothers Group Inc.
AUM
$564M
Positions
48
Shared %
31.4%
Whale B
Harry Burn
Sound Shore Management Inc. /Ct/
AUM
$3.0B
Positions
40
Shared %
20.3%
Common holdings · 8
Stocks both whales currently hold — sorted by combined value
StockThomas weightHarry weightThomas valueHarry value
C · Citigroup Inc.16.9%2.9%$95M$88M
DIS · Disney Walt Co.6.5%3.1%$37M$94M
BP · Bp Plc5.2%2.6%$29M$79M
BAC · Bank America Corp.0.1%3.4%$461K$101M
PFE · Pfizer Inc.2.4%2.7%$14M$81M
CSX · Csx Corp.0.3%2.8%$1M$82M
744573106 · Public Svc Enterprise Grp In0.1%2.7%$285K$80M
CVX · Chevron Corp. New0.1%0.1%$404K$2M
Unique to Thomas Kahn
Top 10 by value held — not in the other's portfolio
StockWeightValue
072730302 · Bayer Ag Spons Adr13.3%$75M
FLG · Flagstar Bank National Assoc9.5%$54M
GOOG · Alphabet Inc.6.2%$35M
SEB · Seaboard Corp. Del5.9%$33M
OGN · Organon & Co.5.9%$33M
MRK · Merck & Co.Inc. New4.8%$27M
ZG · Zillow Group Inc.4.0%$23M
SEG · Seaport Entmt Group Inc.3.4%$19M
PTEN · Patterson-Uti Energy Inc.3.2%$18M
IDT · Idt Corp.3.2%$18M
Unique to Harry Burn
Top 10 by value held — not in the other's portfolio
StockWeightValue
TEVA · Teva Pharmaceutical Inds Ltd.3.9%$117M
REGN · Regeneron Pharmaceuticals3.9%$117M
MRVL · Marvell Technology Inc.3.8%$114M
BRK-B · Berkshire Hathaway Inc. Del3.2%$96M
ZBH · Zimmer Biomet Holdings3.2%$95M
GEHC · Ge Healthcare Technologies I2.8%$85M
NXPI · Nxp Semiconductors N V2.7%$81M
AMZN · Amazon Com Inc.2.6%$79M
EQT · Eqt Corp.2.6%$79M
GM · General Motors Company2.6%$77M
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★ WatchlistData from SEC EDGAR · whalstreet.com